187 results for:

Financial Planning in Stamford

Landmark Group

Landmark Group Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

475-284-2380

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Landmark Group

Landmark Group Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Stamford, CT.

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The Sargent Group

The Sargent Group Verified by Yext

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(0 Reviews)

100 First Stamford Place, Stamford, CT

212-549-5110

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The Sargent Group

The Sargent Group Verified by Yext

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(0 Reviews)

100 First Stamford Place, Stamford, CT

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Stamford, CT.

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Rockefeller Capital Management

Rockefeller Capital Management Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

212-549-5100

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Rockefeller Capital Management

Rockefeller Capital Management Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

Rockefeller Capital Management is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals, with this office based in Stamford, CT.

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William E. Christian

William E. Christian Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

475-284-2380

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William E. Christian

William E. Christian Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Stamford, CT.

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Tammi Lauder

Tammi Lauder Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

475-284-2381

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Tammi Lauder

Tammi Lauder Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Stamford, CT.

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Steven Cangialosi

Steven Cangialosi Verified by Yext

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300 First Stamford Place, Stamford, CT

475-284-2382

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Steven Cangialosi

Steven Cangialosi Verified by Yext

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300 First Stamford Place, Stamford, CT

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Stamford, CT.

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Richard Hassan

Richard Hassan Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

475-284-2395

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Richard Hassan

Richard Hassan Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Stamford, CT.

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Matthew Holbrook

Matthew Holbrook Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

475-284-2397

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Matthew Holbrook

Matthew Holbrook Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Stamford, CT.

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John Sargent

John Sargent Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

212-549-5110

Website

John Sargent

John Sargent Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Stamford, CT.

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David Eder

David Eder Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

203-717-6615

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David Eder

David Eder Verified by Yext

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(0 Reviews)

300 First Stamford Place, Stamford, CT

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Stamford, CT.

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Filiz Hoops - Registered Practice Associate, Ameriprise Financial Services, LLC

Filiz Hoops - Registered Practice Associate, Ameriprise Financial Services, LLC Verified by Yext

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(0 Reviews)

41 W Putnam Ave, Greenwich, CT

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Greenwich, CT area, Filiz Hoops will take the time to understand you and your goals, as well as those changing... Read More about Filiz Hoops - Registered Practice Associate, Ameriprise Financial Services, LLC

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Equitable Advisors

Equitable Advisors Verified by Yext

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(0 Reviews)

1266 E. Main Street, Stamford, CT

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

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Javier Cabral - Financial Advisor, Ameriprise Financial Services, LLC

Javier Cabral - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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(0 Reviews)

41 W Putnam Ave, Greenwich, CT

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Greenwich, CT area, Javier Cabral will take the time to understand you and your goals, as well as those changing... Read More about Javier Cabral - Financial Advisor, Ameriprise Financial Services, LLC

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Eddie Eskandarian - Financial Advisor, Ameriprise Financial Services, LLC

Eddie Eskandarian - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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(0 Reviews)

41 W Putnam Ave, Greenwich, CT

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Greenwich, CT area, Eddie Eskandarian will take the time to understand you and your goals, as well as those changing... Read More about Eddie Eskandarian - Financial Advisor, Ameriprise Financial Services, LLC

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John Mirabile - Financial Advisor, Ameriprise Financial Services, LLC

John Mirabile - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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(0 Reviews)

51 Church St, Greenwich, CT

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Greenwich, CT area, John Mirabile will take the time to understand you and your goals, as well as those changing... Read More about John Mirabile - Financial Advisor, Ameriprise Financial Services, LLC

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Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC

Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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(0 Reviews)

2777 Summer St, Stamford, CT

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Stamford, CT area, Vincent De Vita will take the time to understand you and your goals, as well as those... Read More about Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC

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De Vita & Associates - Ameriprise Financial Services, LLC

De Vita & Associates - Ameriprise Financial Services, LLC Verified by Yext

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(0 Reviews)

2777 Summer St, Stamford, CT

More info available at FINRA's BrokerCheck website

At De Vita & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Stamford, CT area... Read More about De Vita & Associates - Ameriprise Financial Services, LLC

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Magdalena Gala-Hunter - TD Wealth Financial Advisor Verified by Yext

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(0 Reviews)

3 Pickwick Plaza, Greenwich, CT

Meet your TD Wealth Advisor

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.

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Steven Buczek - TD Wealth Financial Advisor Verified by Yext

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(0 Reviews)

3 Pickwick Plaza, Greenwich, CT

Meet your TD Wealth Advisor

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.

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Abundant Wealth Management, LLC

Abundant Wealth Management, LLC

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(0 Reviews)

700 Canal St, Stamford, CT

At Abundant Wealth Management, we embrace a holistic approach to Financial Planning and Investment Management. We take the time to understand what is important to you, and only then create a plan that is aligned with your Values & Objectives. By continually stress testing your financial plan, we help create "clarity out of chaos", and instill confidence in knowing your... Read More about Abundant Wealth Management, LLC

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300 First Stamford Place, Stamford, CT 475-284-2380
100 First Stamford Place, Stamford, CT 212-549-5110
300 First Stamford Place, Stamford, CT 475-284-2380
Tammi Lauder
0 reviews
Tammi Lauder
300 First Stamford Place, Stamford, CT 475-284-2381
300 First Stamford Place, Stamford, CT 475-284-2382
300 First Stamford Place, Stamford, CT 475-284-2395
300 First Stamford Place, Stamford, CT 475-284-2397
John Sargent
0 reviews
John Sargent
300 First Stamford Place, Stamford, CT 212-549-5110
David Eder
0 reviews
David Eder
300 First Stamford Place, Stamford, CT 203-717-6615